SAS BI Dashboard 4.3. User's Guide. SAS Documentation

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1 SAS BI Dashboard 4.3 User's Guide SAS Documentation

2 The correct bibliographic citation for this manual is as follows: SAS Institute Inc SAS BI Dashboard 4.3: User s Guide. Cary, NC: SAS Institute Inc. SAS BI Dashboard 4.3: User s Guide Copyright 2010, SAS Institute Inc., Cary, NC, USA ISBN All rights reserved. Produced in the United States of America. For a hard-copy book: No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying, or otherwise, without the prior written permission of the publisher, SAS Institute Inc. For a Web download or e-book: Your use of this publication shall be governed by the terms established by the vendor at the time you acquire this publication. U.S. Government Restricted Rights Notice: Use, duplication, or disclosure of this software and related documentation by the U.S. government is subject to the Agreement with SAS Institute and the restrictions set forth in FAR , Commercial Computer Software-Restricted Rights (June 1987). SAS Institute Inc., SAS Campus Drive, Cary, North Carolina st printing, November st electronic book, November 2010 SAS Publishing provides a complete selection of books and electronic products to help customers use SAS software to its fullest potential. For more information about our e-books, e-learning products, CDs, and hard-copy books, visit the SAS Publishing Web site at support.sas.com/publishing or call SAS and all other SAS Institute Inc. product or service names are registered trademarks or trademarks of SAS Institute Inc. in the USA and other countries. indicates USA registration. Other brand and product names are registered trademarks or trademarks of their respective companies.

3 Contents What's New in the SAS BI Dashboard v PART 1 Information for All Users 1 Chapter 1 Introduction Overview Audience Chapter 2 General Information The Workflow Chapter 3 Getting Started: The SAS Information Delivery Portal Overview Open the Portal and Log On Create a Page and Add It to Your Navigation Bar Add a SAS BI Dashboard Portlet to a Page PART 2 Information for Dashboard Users 13 Chapter 4 Working with the SAS BI Dashboard Portlet Select a Dashboard Specify Display Options Print a Dashboard or Indicator Chapter 5 Working with Dashboards and Indicators in the Dashboard Viewer Overview Open a Dashboard or Indicator Navigate in the Dashboard Viewer Display Options Print a Dashboard or Indicator Create or Edit a Personal Indicator Alert Manage Comments Work with Favorites PART 3 Information for Dashboard Administrators 25 Chapter 6 The Dashboard Designer Window Overview The Objects Pane The Workspace The Properties Pane

4 iv Contents Chapter 7 Indicator Data Overview Indicator Data Rules Stored Process Indicator Data Defining Indicator Data Create or Edit Indicator Data Chapter 8 Ranges Create or Edit a Range Chapter 9 Indicators Overview Create or Edit an Indicator Indicator Displays Chapter 10 Dashboards Overview Dashboard Layout Indicator Interactions Zooming Create or Edit a Dashboard Manage Dashboard Contents Set Up Indicator Interactions Controlling the Appearance of a Dashboard Using the Flow Containers PART 4 Appendix 119 Appendix 1 Indicator Role-Mapping Properties Overview Alphabetic List of Properties Index

5 v What's New in the SAS BI Dashboard 4.3 Overview The SAS BI Dashboard 4.3 has the following enhancements and new features: features for dashboard users features for dashboard administrators Features for Dashboard Users You can run SAS BI Dashboard in a separate window (the dashboard viewer) rather than in the SAS Information Delivery Portal. When run in the dashboard viewer, the software offers more functionality than when displayed in the SAS Information Delivery Portal. You can zoom in and view details in a dashboard. You can display multiple columns in zoomed-out view. You can create comments for a dashboard. You can create and manage personal favorites. The software offers new display types, such as waterfall chart, vector plot, and spark lines in tables. The software can brush (interactively highlight) data within an indicator. Also, indicators can interact with each other. Features for Dashboard Administrators You create a dashboard interactively using drag-and-drop to add indicators to a dashboard. The software saves files in a tree folder structure. You can search for existing dashboards and objects, and filter a search by a specific type of object. You can more easily customize and size each indicator in a dashboard, as well as the dashboard itself.

6 vi What's New The software offers the ability to set up indicators so that they interact with each other via events. You can open and view multiple dashboards on different tabs. You can optimize screen space when building indicators and dashboards. As you design a dashboard, you can preview different indicator display types to easily decide which display is most appropriate for the data to be displayed. You can customize fonts, font colors, and font sizes in a dashboard.

7 1 Part 1 Information for All Users Chapter 1 Introduction Chapter 2 General Information Chapter 3 Getting Started: The SAS Information Delivery Portal

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9 3 Chapter 1 Introduction Overview Audience Overview The SAS BI Dashboard enables users to use dashboards to monitor key performance indicators that convey how well an organization is performing. Dashboards include graphics, text, colors, and hyperlinks. Dashboards are created, maintained, and viewed through an easy-to-use Web-based interface. All content is displayed in a role-based, secure, customizable, and extensible environment. End users can customize how information appears on their personal dashboards. Audience As is true for many SAS 9 applications, the users of the SAS BI Dashboard can be grouped based on their skills and on whether they play a role in defining and managing the system. The following table shows the three types of users of the SAS BI Dashboard: User Description Example Dashboard user The ultimate audience of dashboards. This role views dashboards and uses them as a launching point for further exploration and action. Executives and employees presented with dashboards as part of their intranet home page.

10 4 Chapter 1 Introduction User Description Example Dashboard administrator IT support personnel This role defines indicators and dashboards. This role is responsible for setting user access to various dashboards and for controlling the extent to which dashboard users can personalize the dashboards. This role might also be responsible for extending the functionality of the SAS BI Dashboard by creating custom code. This role installs the SAS BI Dashboard and maintains its setup, configuration, and administration. A business manager with some SAS technical knowledge, or a SAS consultant involved in the initial implementation or major overhauls of the SAS BI Dashboard who works with outside consultants and corporate developers. An IT person who is responsible for supporting application deployment and maintenance on an organization s computer network. This guide is intended for dashboard users and dashboard administrators.

11 5 Chapter 2 General Information The Workflow Overview Dashboard Users Dashboard Administrators The Workflow Overview SAS BI Dashboard has two aspects: the dashboard viewer (used by dashboard users) and the dashboard designer (used by dashboard administrators). Generally, you access dashboards and SAS BI Dashboard from a SAS BI Dashboard portlet within the SAS Information Delivery Portal. (For more information, see Chapter 3, Getting Started: The SAS Information Delivery Portal, on page 9.) Your role (dashboard user or dashboard administrator) determines the functions that are available to you. You can also start the dashboard viewer directly by using this URL within your browser: Dashboard Users As a dashboard user, you work with dashboards in the SAS BI Dashboard portlet.

12 6 Chapter 2 General Information For more information about the SAS BI Dashboard portlet and selecting a dashboard, see Chapter 4, Working with the SAS BI Dashboard Portlet, on page 15. You can also click (in the upper right corner of a dashboard) to work with dashboards in the dashboard viewer, which opens in a separate window. Note: You might need to horizontally scroll within the SAS BI Dashboard portlet to see the icon. The dashboard viewer opens and displays the dashboard that was displayed in the SAS BI Dashboard portlet.

13 The Workflow 7 The dashboard viewer enables enhanced functionality. For more information, see Chapter 5, Working with Dashboards and Indicators in the Dashboard Viewer, on page 17. Dashboard Administrators As a dashboard administrator, you manage dashboards in the dashboard designer of the SAS BI Dashboard. To start the dashboard designer, click in a dashboard in a SAS BI Dashboard portlet, or click Manage Dashboards when displaying dashboards in the dashboard viewer. When you start the dashboard designer using either of the previous methods while viewing a dashboard, the same dashboard is displayed in the dashboard designer so that you can quickly modify it.

14 8 Chapter 2 General Information When you start the dashboard designer using either of the previous methods while not viewing a dashboard, a default page is displayed in the dashboard designer. For more information, see Chapter 6, The Dashboard Designer Window, on page 27.

15 9 Chapter 3 Getting Started: The SAS Information Delivery Portal Overview Open the Portal and Log On Create a Page and Add It to Your Navigation Bar Add a SAS BI Dashboard Portlet to a Page Overview The SAS BI Dashboard can be accessed from within the SAS Information Delivery Portal. This guide assumes that you are familiar with the SAS Information Delivery Portal. If you are not, see the online Help. Open the Portal and Log On To open the SAS Information Delivery Portal: 1. Open your Web browser and point it to the portal's URL address. To obtain the URL, contact your portal administrator. 2. To identify yourself to the portal, log on with your user name and password. If you do not have a user name and password, contact your system administrator to obtain them. The logon procedure varies depending on how your organization has installed the portal. Use either the portal logon procedure or the Web server logon procedure, as appropriate. 3. If your organization uses the portal's logon feature, do the following: a. Open your browser and point to the portal's URL. Either a public page or the portal's logon page appears. b. If a public page appears, click Log On in the banner. c. On the logon page, enter your user name and password. d. Click Log On.

16 10 Chapter 3 Getting Started: The SAS Information Delivery Portal Your personal portal opens. 4. If your organization uses a Web server to identify each user, do the following: a. Use the Web server logon procedure specified for your organization. The Web server logon procedure is different in each organization. b. After you have logged on to the Web server, point your browser to the portal's URL. Your personal portal opens. Create a Page and Add It to Your Navigation Bar To create a new page and add it to your navigation bar: 1. Click Customize ð Add Page. The Add Pages to Profile page appears. 2. On the Create tab, enter descriptive information about the page: Name is a short name that appears in the page's tab in the navigation bar. Description is a short description that appears with the page title in search results. Keywords are single words that you or other users can use to search for this page. Use spaces to separate keywords from one another. Note: To ensure efficient searching, develop a standard list of keywords and use these keywords consistently. Page rank is a number that indicates the importance of this page as compared to other pages. The default value is 100. This number determines the order in which pages are listed in the navigation bar. The pages are ordered by rank from lowest to highest. Pages with equal rank are listed in the order in which they were created.

17 Note: You can choose to override page ranks by explicitly defining the order of pages. Location (group) and Share type are fields that appear only if you are a group content administrator. In these fields, you can specify a group with which the page is to be shared and specify the share type. 3. Click Add. A message appears, indicating that a new page was added. 4. Click Done. Add a SAS BI Dashboard Portlet to a Page 11 Add a SAS BI Dashboard Portlet to a Page To add a SAS BI Dashboard portlet to a page: 1. Navigate to the page that you want to add the portlet to. 2. Click Customize ð Edit Page ð Edit Page Content. The Edit Page Content page appears. 3. Click Add Portlets. The Add Portlets to Page page appears.

18 12 Chapter 3 Getting Started: The SAS Information Delivery Portal 4. From the Portlet type drop-down list, select SAS BI Dashboard Portlet. 5. Type the name for the portlet and, if desired, the description and keywords. 6. If you are a group content administrator, select a group with which the portlet is to be shared from the Location (group) drop-down list. 7. Click Add, and then Done. 8. On the Edit Page Content page, click OK. The original page is displayed, with the new portlet added. 9. Select a dashboard or indicator. For more information, see Select a Dashboard on page 15.

19 13 Part 2 Information for Dashboard Users Chapter 4 Working with the SAS BI Dashboard Portlet Chapter 5 Working with Dashboards and Indicators in the Dashboard Viewer 17

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21 15 Chapter 4 Working with the SAS BI Dashboard Portlet Select a Dashboard Specify Display Options Specify the Dashboard Dimensions Refresh the Contents Print a Dashboard or Indicator Select a Dashboard To select a dashboard: 1. Click. The Edit Portlet page appears.

22 16 Chapter 4 Working with the SAS BI Dashboard Portlet 2. From the tree, select a dashboard. This list includes dashboards created by your organization. Specify Display Options Specify the Dashboard Dimensions To specify the dashboard dimensions: 1. Click. The Edit Portlet page appears. 2. Type values for the width and height. Refresh the Contents To manually refresh the contents of a SAS BI Dashboard portlet, click. To automatically refresh the contents: 1. Click. The Edit Portlet page appears. 2. Next to Auto refresh interval, select the Refresh every check box, and then type a value in the box. Print a Dashboard or Indicator To print a dashboard, click in the upper right corner of the dashboard. To print an indicator, select Print Indicator from the indicator's Options menu.

23 17 Chapter 5 Working with Dashboards and Indicators in the Dashboard Viewer Overview Open a Dashboard or Indicator Navigate in the Dashboard Viewer Display Options The Default View Refresh the Contents Print a Dashboard or Indicator Create or Edit a Personal Indicator Alert Manage Comments Work with Favorites Overview You can display a dashboard or indicator in the dashboard viewer rather than in the SAS Information Delivery Portal. Displaying a dashboard this way enables you to do the following: create a larger dashboard with numerous interactive indicators personalize alerts add comments to an indicator create favorites For more information, see The Workflow on page 5. Open a Dashboard or Indicator To open a dashboard or indicator, select File ð Open, and then navigate to the dashboard or indicator. In addition to indicators, this list includes dashboards created by your organization.

24 18 Chapter 5 Working with Dashboards and Indicators in the Dashboard Viewer Navigate in the Dashboard Viewer After you open a second dashboard or indicator, the navigation controls appear below the menu bar. These controls are also available when you select View ð Go To. The navigation controls enable you to move backward and forward through the dashboards and indicators that you have opened. The down arrow (history list) enables you to select any opened dashboard or indicator, instead of moving through the opened items one at a time. Display Options The Default View By default, the dashboard viewer displays the last dashboard or indicator that was displayed when the dashboard was closed. However, there might be times when you do not want to display this dashboard or indicator. To display no dashboard or indicator when the SAS BI Dashboard is first started, clear the check box View ð Open the previously viewed dashboard by default. Refresh the Contents To manually refresh the contents of the dashboard viewer, click. To automatically refresh the contents: 1. Select View ð Set the automatic refresh interval. The Refresh Interval dialog box appears.

25 Create or Edit a Personal Indicator Alert Select the Automatic refresh check box, and then specify the time interval. Print a Dashboard or Indicator To print a dashboard, click in the upper right corner of the dashboard. To print an indicator, select Print Indicator from the Options menu. Create or Edit a Personal Indicator Alert If a dashboard administrator has enabled personal alerts for an indicator, you can define a personal indicator alert on the indicator. A personal indicator alert is sent only to you. This is different from an indicator alert, which is sent to a list of one or more alert subscribers. A personal alert is in addition to any alerts attached to an indicator that was created by a dashboard administrator. Note: The alerts shown on this page are only your personal indicator alerts. Indicator alerts created by dashboard administrators are not shown. To create or edit a personal indicator alert, from an indicator's Options menu, select Personalize Alerts.

26 20 Chapter 5 Working with Dashboards and Indicators in the Dashboard Viewer Note: If Personalize Alerts is not available, then the dashboard administrator has not enabled personalization. If the Options menu is not available, the indicator is not being displayed in a tile. Contact the dashboard administrator. For information about tiles, see Tiles on page 33. The Edit Indicator Alerts dialog box appears in a new window. To create a personal indicator alert: 1. Click New Alert. 2. Type the name of the alert. 3. From the Gauge definition and Trigger interval drop-down lists, select the gauge definition and the interval to trigger the alert. 4. Choose when to trigger the alert: Any gauge is in the interval or % of gauges are in the interval. 5. If you chose % of gauges are in the interval, type a percentage in the field next to the check box. 6. Select the delivery method for the alert: Alerts portlet or subscribers. Note: You can select both.

27 7. (Optional) If you selected subscribers: a. From the template drop-down list, select the template to use to format the . The items included in the list are controlled by the dashboard administrator. b. Type the subject line and additional message to include in the . To edit an indicator alert: 1. From the Alerts table, select an alert. The properties of the alert appear on the left side of the dialog box. 2. Edit the properties. To delete an alert, select one from the Alerts table, and then click. Manage Comments 21 Manage Comments To manage comments, select Manage Comments from an indicator's Options menu. The Comments dialog box appears.

28 22 Chapter 5 Working with Dashboards and Indicators in the Dashboard Viewer To start a new topic: 1. Click New Topic. The New Topic dialog box appears. 2. Type the topic name and comment. 3. To attach a file, click Attachment, and navigate to the file. To edit a comment, click, and then make changes to the comment.

29 Work with Favorites 23 To delete a comment, click. Note: Only users in the Comment Administrator role can edit and delete comments. To reply to a comment, click Reply, and then type a comment. To sort and filter the comments, select an option from the Actions menu. Work with Favorites To easily return to a dashboard or an indicator, you can add it to your favorites. To add a dashboard to your favorites, select Favorites ð Add Dashboard to Favorites. To add an indicator to your favorites, select Favorites ð Add Indicator to Favorites ð <Name of indicator>. To select a favorite, select one from the bottom area of the Favorites menu. To manage your favorites: 1. Select Favorites ð Manage Favorites. The Manage Favorites dialog box appears. 2. To create a folder in your favorites, click, and then name the folder. 3. To rename a favorite or folder, click the item's name, and then type the name. 4. To move a favorite or folder, drag the item. Note: To drag an item into a folder, first expand the folder, and then drag the item into the folder. 5. To delete a favorite or folder, click the item's name, and then click.

30 24 Chapter 5 Working with Dashboards and Indicators in the Dashboard Viewer

31 25 Part 3 Information for Dashboard Administrators Chapter 6 The Dashboard Designer Window Chapter 7 Indicator Data Chapter 8 Ranges Chapter 9 Indicators Chapter 10 Dashboards

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33 27 Chapter 6 The Dashboard Designer Window Overview The Objects Pane The Library View The Layout Templates View The Static Content View The Workspace Overview Tiles Editing an Object Manipulating Objects The Properties Pane Overview The dashboard designer window contains three areas (from left to right): the Objects pane (see The Objects Pane on page 28) the workspace (see The Workspace on page 32) the Properties pane (see The Properties Pane on page 34)

34 28 Chapter 6 The Dashboard Designer Window CAUTION: Do not refresh the browser window. If you refresh the browser window, any unsaved dashboard content is lost. The Objects Pane The Library View Overview In addition to listing the dashboards, the Library view contains the objects that you combine to create a dashboard: indicator data (see Chapter 7, Indicator Data, on page 37) ranges (see Chapter 8, Ranges, on page 49) indicators (see Chapter 9, Indicators, on page 53) It also contains additional objects to control the display of information within a dashboard and dashboards. For more information, see The Layout Templates View on page 32, The Static Content View on page 32, and Chapter 10, Dashboards, on page 105. You create a new object by selecting the type of object from the New drop-down list.

35 The Objects Pane 29 The Library view contains a library tree in which you store the objects. To refresh the list, click. To limit the library tree to display only a certain type of object, select the type of object from the Show drop-down list. To search for a saved object: 1. Click. The Search dialog box appears.

36 30 Chapter 6 The Dashboard Designer Window 2. Type all or part of the object's name, and then choose whether to include object descriptions and keywords in the search. 3. (Optional) Select the type of object. 4. Select the location, and then choose whether to include subfolders in the search. 5. (Optional) Specify the creation or last modified data, and then click the calendar icons to specify the date range. 6. Click Search. Any objects that are found appear in the table to the right. 7. Select an object, and then click OK. Organizing the Folders in the Library Tree SAS BI Dashboard enables you to create folders and subfolders within the Library tree to organize SAS BI Dashboard objects. This ability to organize SAS BI Dashboard objects enables you to create folder structures that can be secured based on your business rules or needs. SAS recommends that you carefully consider how SAS BI Dashboard objects will be stored, and then communicate that strategy to dashboard users.

37 The Objects Pane 31 One strategy is to create a folder for each department in your organization. Each department would then store their SAS BI Dashboard objects and other SAS objects (such as reports and information maps) within the folder. Within a department s folder, you should consider how dashboard objects are related, and you should use a consistent folder structure that enables dashboard users to more easily understand how various objects are associated. For example, you could create a folder structure like this for the Finance department: A similar, and less complex, strategy is to create a folder for each type of SAS BI Dashboard object within each department:

38 32 Chapter 6 The Dashboard Designer Window The Layout Templates View The Layout Templates view contains objects that control the flow of the indicators that are displayed in a dashboard. The horizontal and vertical flow containers automatically flow (in the indicated direction) the indicators that they contain. Wrapping occurs when the indicators exceed the container's width or height. The Static Content View The Static Content view contains objects that display a label or an image. A label or an image can be a link. For more information, see Manage Dashboard Contents on page 114. The Workspace Overview The workspace is the place where you interactively work with the objects that make up a dashboard. Each object is displayed on its own tab.

39 The Workspace 33 You can maximize the workspace by selecting View ð Maximize Workspace. You return the workspace to its normal size by selecting View ð Expand Workspace Panels. Tiles For a dashboard, which contains multiple objects, each object is displayed in a tile. When you move the mouse pointer over the tile, sizing handles appear around the tile's borders and a toolbar appears at the top left of the tile. Note: A dashboard administrator can choose to display an indicator without the tile. Editing an Object To access the toolbar for an object, hover over the tile. The toolbar buttons perform these actions: Deletes the object. Displays the object's properties. Displays the indicator data properties. This button is available for indicators only.

40 34 Chapter 6 The Dashboard Designer Window Displays the range properties. This button is available for indicators only. When you edit the contents of a flow container, the Edit Flow Container dialog box appears. From here you remove the objects within the container by moving the objects from the Selected items list to the Available items list. To edit the dimensions of an object within a flow container, select the object from the Selected items list, and then edit the properties in the Properties area. For more information about the flow containers, see The Layout Templates View on page 32. Manipulating Objects To resize an object, drag the sizing handles that appear around the object's tile. You can also edit the width and height in the Properties pane. To move an object, drag the border of the object. You can also edit the left and top positions in the Properties pane. The Properties Pane The Properties pane displays the properties for the selected object.

41 The Properties Pane 35 However, indicator data and ranges do not display their properties in the Properties pane. All of their properties are displayed on their tab.

42 36 Chapter 6 The Dashboard Designer Window

43 37 Chapter 7 Indicator Data Overview Indicator Data Rules Stored Process Indicator Data Defining Indicator Data Data Columns Information Map Data Source Create or Edit Indicator Data Start to Create or Edit Indicator Data Define an Information Map Data Source Define an SQL Query Data Source Define a Stored Process Data Source Define a Table Data Source Overview The SAS BI Dashboard indicator data object associates a data source with an indicator. The core object is the indicator, and a dashboard is just a collection of indicators. An indicator never has more than one set of indicator data (and is rarely used without indicator data). Access to four types of data sources is supplied with the SAS BI Dashboard: SQL queries, which can access relational data information maps, which can access relational data and OLAP cubes tables, which can access data in a SAS data set that is registered in SAS metadata stored processes, which can access various types of data Note: The SAS BI Dashboard administrator can add access to other data sources. Before you create a dashboard, you must understand how to create indicator data. Understanding the data flow in the SAS BI Dashboard is the key to building enterprise dashboards that operate efficiently within your organization s business intelligence system. Unlike the flow of data in a report (which is usually relatively simple), the flow of data in a dashboard can be very different. Consider the dashboard in your car. Although you see a single representation of the state of the car, the state is actually a collection of different types of data received by the dashboard. The fuel gauge receives data from the fuel tank, the speedometer receives data from the wheels, the battery gauge receives data from the

44 38 Chapter 7 Indicator Data battery, and so on. Like your car s dashboard, a SAS BI Dashboard can have disparate data sources. Whereas a report created with SAS Web Report Studio might fill several screens with data from a single information map, a dashboard might render data in a small display that is the result of SQL and JDBC queries and information maps. A dashboard can also render the output of stored processes that produce static images. By using information maps and SQL queries to retrieve data, you are unconstrained with how the data is laid out at the data set level. For example, you can use computed columns and grouping in the indicator data. After you have the data configured, the lack of constraints helps you to get initial dashboards set up quickly. But this same simplicity means that data structure is not enforced. Indicator Data Rules Here are several rules to help you to create quicker and more efficient indicator data: Plan the indicator data by considering the indicator display types that will be used with the indicator data and the required appearance of the desired end result. For example, KPIs appear best with indicator data that produces summarized data with a limited number of data rows. Indicator data with significant amounts of data, when used to drive a KPI indicator display, causes the SAS BI Dashboard to try to produce one KPI graphic representation for each row of data in the indicator data. Other indicator display types, such as the bar chart, automatically summarize the data. In this case, it might be appropriate to use indicator data that produces a larger number of data rows. To display a single gauge in an indicator, the indicator data must return a single row of data. Create indicator data so that it executes quickly. A single slow set of indicator data will slow the entire dashboard. Even when indicator data returns only a single row of data, if it must first join tables that each contain thousands of rows of data, the indicator data will not perform well. If the source data has too many rows, summarize the data. Summarize data at the indicator data or data-model level. Do not rely on the indicator display to perform the summary. For an SQL query, you can summarize data using aggregation functions such as AVG() and the distinct keyword. Another summarization strategy is to summarize the data into a summary table. The summary table is then used as the basis for the SQL query or as the base table for the information map. The first illustration that follows shows the SAS BI Dashboard indicator data using a query that combines data from multiple tables. The second illustration shows the same two tables being summarized by an ETL program. The SAS BI Dashboard indicator data then uses this summarized table.

45 Stored Process Indicator Data 39 Data Tables Product Returns Indicator Data 11.2% Data Tables Product Returns Summary Table Indicator Data ETL 11.2% The first method is easier to set up and might result in more timely data, but the second method is more flexible and will probably be more scalable. You can use a similar strategy when creating information maps that will be used by the SAS BI Dashboard indicator data. To display multiple gauges or a graph in an indicator, each numeric value should be associated with a descriptive name. After you define indicator data, you select the data fields to include in the indicator display. For every numeric data field displayed in the indicator, you can select a data field from the Category Label drop-down list to associate with the numeric value. This associated data field is displayed with the gauge or the category value in a graph. Stored Process Indicator Data Use these general steps to create a SAS stored process for use with SAS BI Dashboard: 1. Write the code for the stored process that does these things: a. Creates a SAS data set in the SAS Work library b. Publishes the data to a SAS Package file using the SAS Publishing Framework c. Sets the macro variable _ARCHIVE_FULLPATH to the path of the archive file that the stored process generates 2. In SAS Management Console, register the stored process in the SAS metadata, designate it as creating a package, and then specify the target data. For more information about how to specify the target data, see the SAS Management Console online Help. 3. Save the stored process metadata registration.

46 40 Chapter 7 Indicator Data The stored process is now ready to use in indicator data. See Also Define a Stored Process Data Source on page 45 Custom Graph Display on page 67 Defining Indicator Data Data Columns When you define indicator data, part of the information that you specify is the display attributes for each data column that is retrieved. When you define an SQL query data source, you create a query that retrieves data from the data source. After you create the query, you submit the query for validation. If the query is incorrect, the list is empty, and an error message is displayed. Here is an explanation of the fields: Column Name is the name of the data column. You cannot modify this value. In each type of display, Column Name is used as the default value for the names of the Category Label, Label, and Property Alias. Category Label is the data column that contains the name that is displayed on a KPI gauge or graph. Label is the data column that contains the formatted value that is displayed. This format can be a simple numeric value of a label. An SQL query does not require this field. To create a formatted label at the bottom of a gauge, create the label as a formatted string in the SQL query, and then define that formatted string as the Label attribute. Here is how Label appears in each type of display: Display Type All graphical displays Custom graph Dynamic prompt Dynamic text KPI Spark table Appearance of Label Displayed below each gauge and in tooltip text (to the right of the colon). For line and bar charts, displayed as the category for a given value. Not used. Displayed in tooltip text. Not used. Displayed below each gauge. Displayed in the value column.

47 Defining Indicator Data 41 Hyperlink is the data column that contains hyperlinks. In each type of display, hyperlinks are embedded in gauges or individual data points in graphs. Property Alias is the text that replaces the value retrieved for Label. Here is how Property Alias appears in each type of display: Display Type All graphical displays Custom graph Dynamic prompt Dynamic text KPI Spark table Appearance of Property Alias Displayed as the axis label and in tooltip text (to the left of the colon). Not used. Displayed in tooltip text. Not used. Displayed as the axis label and in tooltip text (to the left of the colon). Displayed as the column heading. Information Map Data Source Overview An information map data source easily aggregates data in such a flexible manner that a single information map can drive several different dashboard indicators. OLAP Information Maps The data returned from an OLAP information map is flattened into a two-dimensional table structure. You assign a role for each dimension when you define the data source. The roles are Column, Row, and Slicer. Note: You must assign the role of Row to at least one data column. For dimensions with the role of Row, the levels of each hierarchy are the data fields. The corresponding members of the level are the values of the data field, where the field name is the label for the level. The other data fields are the columns that are typically seen in an OLAP viewer. The field names for the data fields are the comma-delimited levels of the dimensions with the role of Column, in the order of the dimensions with the role of Row. You can use the grouping feature of the bar chart with reference lines display with an OLAP information map to create a multi-dimensional display of data.

48 42 Chapter 7 Indicator Data Create or Edit Indicator Data Start to Create or Edit Indicator Data To create or edit indicator data: Note: You can also create or edit indicator data when you create or edit an indicator. For more information, see Create or Edit an Indicator on page In a dashboard portlet, click Manage Dashboards. The SAS BI Dashboard appears in a new browser tab. 2. To create indicator data: a. In the Library view of the Objects pane, select Indicator Data from the New dropdown list. The Create Indicator Data dialog box appears. b. Type the name, and then click OK. 3. To edit indicator data, in the Library view of the Objects pane, navigate to a location that contains indicator data, and then double-click the name. Note: You can choose to display only indicator data in the library tree by selecting Indicator data from the Show drop-down list.

49 4. Define a data source. For more information, see one of the following, and then return to this task: Define an Information Map Data Source on page 43 Define an SQL Query Data Source on page 44 Define a Table Data Source on page 46 Define a Stored Process Data Source on page To associate a data point property with data columns in the data source, do the following for each data point property: a. From the Column Name column, select the check box next to each data point property that you want to include in the display. b. From the Category Label drop-down list, select a data column in the data source that contains the category label or group variable. If the data source contains a Name data column, this data column is selected automatically for all data point properties. c. From the Label drop-down list, select a data column in the data source that contains the label for the data point property. If you need a complicated label, such as one that concatenates data fields and static text, create a data column in the data source to store the concatenation. Then type the name to display for the data point property in the Property Alias field. d. From the Hyperlink drop-down list, select a data column in the data source that contains the hyperlink for the data point property. e. In the Property Alias field, type the name to display for the data point property in the column heading in the KPI table display. Note: The KPI display ignores this value. Create or Edit Indicator Data 43 Define an Information Map Data Source CAUTION: The maximum number of rows returned by a relational information map data source is 1,000.If the source data contains more than 1,000 rows, the information shown by an indicator that uses the relational information map data source is probably wrong. If possible, aggregate the data to reduce the number of rows to return. To define an information map data source: 1. Perform the first three steps of the task Start to Create or Edit Indicator Data on page From the Data source drop-down list, select Information map. The fields to define an information map data source appear.

50 44 Chapter 7 Indicator Data 3. Next to the Information map field, click Browse. The Open dialog box appears. 4. Navigate to an information map, select it, and then click Open. 5. Move data columns and filters between the Available items list and the Selected items list by selecting one or more items and clicking the arrows between the lists. A filter is moved under the Filters node. By default, a data column is moved under the Column node. If the information map is based on an OLAP cube, the Selected item list includes the nodes Row and Slicer. To use a data column in either of these roles, select Row or Slicer before moving the data column from the Available list. Note: To make available a filter that contains a user prompt, the prompt must have a default value specified in SAS Information Map Studio. 6. To move a data column between groups, click the name of a data column in the Selected items list, and then move it up or down by clicking one of the arrows that are next to the list. 7. When the data columns are set, click Apply Query Changes. 8. To view the data that is included in the indicator data, click the Query Results tab. 9. Continue with step 5 of the task Create or Edit Indicator Data on page 42. Define an SQL Query Data Source To define an SQL query data source: 1. Perform the first three steps of the task Start to Create or Edit Indicator Data on page From the Data source drop-down list, select SQL query. The fields to define an SQL query data source appear.

51 Create or Edit Indicator Data In the Query field, type the query code. 4. Click Submit. 5. To view the data that is included in the indicator data, click the Query Results tab. 6. Continue with step 5 of the task Create or Edit Indicator Data on page 42. Define a Stored Process Data Source To define a stored process data source: 1. Perform the first three steps of the task Start to Create or Edit Indicator Data on page From the Data source drop-down list, select Stored process. The fields to define a stored process data source appear.

52 46 Chapter 7 Indicator Data 3. Next to the Stored process field, click Browse. The Open dialog box appears. 4. Navigate to a stored process, select it, and then click Open. 5. From the Published data set name drop-down list, select a data set. 6. (Optional) Choose to have the SAS log added to the server log. Selecting this option enables you to review this information later. 7. Click Apply Changes. 8. To view the data that is included in the indicator data, click the Query Results tab. 9. Continue with step 5 of the task Create or Edit Indicator Data on page 42. See Also Stored Process Indicator Data on page 39 Define a Table Data Source CAUTION: The maximum number of rows returned by a table data source is 1,000.If the source data contains more than 1,000 rows, the information shown by an indicator that uses the table data source is probably wrong. If possible, aggregate the data to reduce the number of rows to return. To define a table data source: 1. Perform the first three steps of the task Start to Create or Edit Indicator Data on page From the Data source drop-down list, select Table. The fields to define a table data source appear.

53 Create or Edit Indicator Data From the Table tree, select a table. The data columns in the table appear in the Available columns table. 4. From the Available columns table, select the data columns to include in the indicator data by selecting the check box at the end of a row. 5. For each selected data column, select a method to summarize the data from the Summary column. 6. For each selected data column, choose whether to group the data by selecting the check box in the Group By column. 7. To specify additional filters, type the filter (using SQL syntax) into the Filters field. Note: Do not type the key word where. This causes an error because where is automatically supplied. 8. Click Apply Query Changes. 9. To view the data that is included in the indicator data, click the Query Results tab. 10. Continue with step 5 of the task Create or Edit Indicator Data on page 42.

54 48 Chapter 7 Indicator Data

55 49 Chapter 8 Ranges Create or Edit a Range Start to Create or Edit a Range Define the Range Create or Edit a Range Start to Create or Edit a Range A range defines the measurement intervals by which a metric is evaluated, such as below target, on target, and above target. To create or edit a range: 1. In a dashboard portlet, click Manage Dashboards. The SAS BI Dashboard appears in a new browser tab. 2. To create a range: a. In the Library view of the Objects pane, select Range from the New drop-down list.

56 50 Chapter 8 Ranges The Create a Range dialog box appears. b. Type the name, and then click OK. 3. To edit a range, in the Library view of the Objects pane, navigate to a location that contains a range, and then double-click the name. Note: You can choose to display only ranges in the library tree by selecting Range from the Show drop-down list. Define the Range To define the range: 1. If needed, type a description. 2. For each interval in the range, click Add Interval, type the interval value in the Upper bound field, and then click OK. The interval is added to the table of intervals. You can add the values in any order; the software orders them correctly in the table. Note: Valid input includes a sign, digits, and a locale-dependent decimal separator.

57 3. To define each interval: a. For a static gauge, in the Code Interval column, select a code interval from the drop-down list. The available intervals depend on the gauge. b. In the Relation column, select an operator from the drop-down list, and specify a value in the adjacent Lower Value column. c. In the Label column, type the label. d. Click in the Color column and select a color. e. To delete an interval, click next to the interval. Create or Edit a Range 51 f. To preview how the range will appear, select a gauge type from the Dynamic gauge type drop-down list. You can control which users can use the range. For more information, see the SAS Management Console online Help.

58 52 Chapter 8 Ranges

59 53 Chapter 9 Indicators Overview Create or Edit an Indicator Overview Start to Create or Edit an Indicator Define the General Properties Define the Role-Mapping Properties Define the User Personalization Properties Set Up the Links Create or Edit an Indicator Alert Indicator Displays Bar Chart with Bullet Display Bar Chart with Reference Lines Display Bubble Plot Display Chart with Slider Prompt Display Clustered Bar Chart Display Custom Graph Display Dual Line Chart Display Dynamic Prompt Display Dynamic Text Display Forecast Chart Display Interactive Displays KPI Display Line Chart with Reference Lines Display Needle Plot Display Pie Chart Display Range Map Display Scatter Histogram Display Scatter Plot Display Schedule Chart Display Simple Bar Chart Display Spark Table Display Stacked Bar Chart Display Targeted Bar Chart Display Tile Chart Display Vector Plot Display Waterfall Chart Display Select a Gauge for an Indicator

60 54 Chapter 9 Indicators Overview An indicator includes a title and a display. The display includes one or more data values, a hyperlink (optional), and one or more gauges, a graph, or an image. Here is an example of a KPI indicator: The indicator title is Regional Sales KPIs. The names of the gauges, such as NW and NYC, are the values of the data column specified by the Category Label field when the data source was defined. The values, such as 10% and 35%, are the values of the data column specified by the Label field. The hyperlink is not shown. For more information about where these items of information appear in each type of display, see Defining Indicator Data on page 40. You select the display when you create or edit an indicator. For more information, see Create or Edit an Indicator on page 54 and Indicator Displays on page 59. Create or Edit an Indicator Overview There are six general steps to create or edit an indicator: 1. Start to create or edit an indicator. (See page 54.) 2. Define the general properties. (See page 56.) 3. Define the role-mapping properties. (See page 56.) 4. Define the user personalization properties. (See page 57.) 5. Set up the links. (See page 57.) 6. Create or edit an indicator alert. (See page 58.) When you edit an indicator, you can perform any of the steps in any order. Start to Create or Edit an Indicator To start to create or edit an indicator: 1. Click Manage Dashboards. The dashboard designer appears.

61 Create or Edit an Indicator To create an indicator: a. In the Library view of the Objects pane, select Indicator from the New dropdown list. The Create an Indicator dialog box appears. b. Type the name. c. Select the display type. Other controls might appear below the Indicator data field, based on the display type that you select. d. To select existing indicator data, click Browse next to the Indicator data field, navigate to the indicator data, and then open it. e. To create indicator data, click New next to the Indicator data field. For more information, see step 2 of the task Start to Create or Edit Indicator Data on page 42. f. Click OK. 3. To edit an indicator, in the Library view of the Objects pane, navigate to a location that contains an indicator, and then double-click the name. Note: You can choose to display only indicators in the library tree by selecting Indicator from the Show drop-down list.

62 56 Chapter 9 Indicators Define the General Properties 1. Change the height and width by specifying values in the controls or by clicking the indicator and dragging the resize handles. The height and width values are in intervals of five pixels. Note: For an interactive summary chart and detail chart display or an interactive summary chart and detail plot display, the minimum legible dimensions are 380 x 450 pixels. These height and width settings apply only when the indicator is displayed by itself, not on a dashboard. When displayed on a dashboard, the indicator's height and width are specified in the Object area of the Properties pane. 2. Select the display type. Other controls might appear, based on the display type that you select. For information about gauges, see Select a Gauge for an Indicator on page To select existing indicator data, click Browse next to the Indicator data field, navigate to the indicator data, and then open it. Note: You interact with range data, if available, in the same manner as the indicator data. 4. To create indicator data, click New next to the Indicator data field. For more information, see step 2 of the task Start to Create or Edit Indicator Data on page To use existing indicator data, click Browse, navigate to the indicator data, and then double-click the name. 6. To edit the indicator data, click Edit. For more information, see one of the following: Define an Information Map Data Source on page 43 Define an SQL Query Data Source on page 44 Define a Table Data Source on page 46 Define a Stored Process Data Source on page To create indicator data, click New next to the Indicator data field. For more information, see step 2 of the task Start to Create or Edit Indicator Data on page (Optional) Choose how to sort the displayed data. Define the Role-Mapping Properties The role-mapping properties determine which data is included in the display, how the data is grouped, how the data is summarized, and so on. The role-mapping properties that are available depend on the type of display that you select. For a list of the role-mapping properties, see Appendix A1, Indicator Role-Mapping Properties, on page 121.

63 Create or Edit an Indicator 57 Define the User Personalization Properties (Optional) Choose whether to allow users to manage alerts and whether to limit which e- mail templates the user can select. Set Up the Links 1. Click at the top of the Properties pane. The Set Up Link dialog box appears. Note: You cannot set up links for these indicator display types: chart with slider prompt, dynamic prompt, and dynamic text. 2. From the Link type drop-down list, select the type of link. 3. From the Link target drop-down list, select a window in which to open the link target. 4. If you selected an external link, type the URL of the link in the Link field. 5. If you selected a type other than an external link, click Browse next to the Link field, and then select an item. The available choices depend on the type of link. 6. (Optional) To specify the parameters for the URL specified in the Link field that supports parameters: a. Click. The Name and Data point lookup controls appear. Note: If you select Web Report for the link type, the Name column is renamed Displayed Text. b. Type the name of the parameter, and then select the data point lookup associated with the parameter. The name must match the expected name exactly, including case. The data point lookup is the data column that contains the parameter values.

64 58 Chapter 9 Indicators c. Add as many parameters as needed. d. To delete a parameter, select a row and then click next to the row. e. To order the parameters, select a parameter, and then click the arrow buttons next to the parameter table. Create or Edit an Indicator Alert Overview To create an indicator alert, click at the top of the Properties pane. Note: The trigger interval for an indicator alert depends on a range. Therefore, you can create an indicator alert only for an indicator that uses a display type that supports a range. The Edit Indicator Alerts dialog box appears. To create an indicator alert: 1. Click New Alert. 2. Type the name of the alert. 3. From the Gauge definition and Trigger interval drop-down lists, select the gauge definition and the interval to trigger the alert. 4. Choose when to trigger the alert: Any gauge is in the interval or % of gauges are in the interval. 5. If you chose % of gauges are in the interval, type a percentage in the field next to the check box. 6. Select the delivery method for the alert: Alerts portlet or subscribers. Note: You can select both.

65 7. (Optional) If you selected subscribers: a. From the template drop-down list, select the template to use to format the . b. Type the subject and additional message to include in the . c. Click next to the list of alert subscribers, and then select users and user groups. For more information, see Add Users and User Groups, which follows. d. To remove a subscriber, select one from the list, and then click. Add Users and User Groups e. Type the text to search for in the Search field. Partial text is valid. Wildcards are not supported. f. Select the category (or both categories) to search. g. Click Search. A table appears with all entries that match the search criteria. h. From the table, select the check box next to each entry that you want to add. Note: You can also drag an entry from the table into the List of alert subscribers. 8. To limit the number of alerts, select the Limit alerts on frequently changing indicators check box, type a value, and then select a time interval. To edit an indicator alert: 1. From the Alerts table, select an alert. The properties of the alert appear on the left side of the dialog box. 2. Edit the properties. To delete an alert, select one from the Alerts table, and then click. Indicator Displays 59 Indicator Displays Bar Chart with Bullet Display Here is an example of a bar chart with bullet display:

66 60 Chapter 9 Indicators Here are the properties that created the display:

67 Indicator Displays 61 Bar Chart with Reference Lines Display The bar chart with reference lines display applies a range to a standard graph display such as bar chart or line graph. Here is an example of a bar chart with reference lines display:

68 62 Chapter 9 Indicators Here are the properties that created the display:

69 Indicator Displays 63 For the best results, the indicator data should return only one value for each unique value in the Category Label data column. If the indicator data returns only one value, the bar chart with reference lines display does not need to aggregate the data. The category variable is specified by the data column selected for the Category Label field when the data source is defined. If the bar chart with reference lines display does aggregate data, the bar chart with reference lines displays data points at the average interval for each data series. The indexes of the aggregated intervals are averaged to determine the interval to display and the color of the bar. If the bar chart with reference lines display does aggregate data, the bar chart with reference lines does two things: 1. It displays data points at the average interval for each data series.

70 64 Chapter 9 Indicators 2. It averages the indexes of the aggregated intervals to determine the interval to display and the color of the bar. Here are some guidelines for using the bar chart with reference lines display: To display the average interval in a graph, the bar chart with reference lines is the easiest method to use. The tooltip for each data series indicates that the displayed value is the average interval. To prevent aggregation by the bar chart with reference lines display, aggregate the data at the indicator data level. Bubble Plot Display Here is an example of a bubble plot display: Here are the properties that created the display:

71 Indicator Displays 65 Chart with Slider Prompt Display Here is an example of a chart with slider prompt display:

72 66 Chapter 9 Indicators Here are the properties that created the display: Clustered Bar Chart Display Here is an example of a clustered bar chart display: Here are the properties that created the display:

73 Indicator Displays 67 Custom Graph Display Overview The custom graph display presents information from a variety of sources. The visual representation is an image. The output of the graph display is specified by an external URL. When you specify an image in the URL, you have the choice of using a proxy. If you do not choose to use a proxy, the image file must be in the same network domain as the SAS BI Dashboard server. Note: You can allow Adobe Flash to load images from other domains by creating a cross-domain policy file in the root of the Web server. For more information, search the Adobe Web site for cross-domain policy file specification. If you do choose to use a proxy, the image file must be accessible to the SAS middle tier. Ensure that the SAS middle tier has the proper user credentials to access the URL. For more information, see Use proxy on page 130. Here is an example of a custom graph display:

74 68 Chapter 9 Indicators Here are the properties that created the display: Stored Processes You can use a stored process with a custom graph display to produce a graphical display that is not possible with the SAS BI Dashboard itself. To use a stored process, you must

75 create a stored process that is appropriate for inclusion in a dashboard and then derive the URL that renders the stored process output. Use these guidelines to create a stored process: The output for the stored process must be set to streaming. Indicator Displays 69 The output should be small in size, perhaps no more than 300 X 300 pixels. Conserving space in a dashboard is important so that dashboard users can get a broad overview of disparate metrics. Although a stored process that renders a graph might look good when it uses most of the window, the graph will displace all other information in the dashboard. If you cannot communicate the data in a small amount of space and users need to see other data in the same dashboard, consider using aggregation or another technique to reduce the amount of data that the stored process renders. Consider modifying the stored process in SAS Enterprise Guide to suppress the title and footnotes, and use the minimal template for output. To determine the URL for a stored process, use the Stored Process Web application. Choose to use a proxy so that the proxy server detects from the URL that the target is a stored process request. The proxy server then adds authentication for the current user to the middle tier. Dual Line Chart Display Here is an example of a dual line chart display: Here are the properties that created the display:

76 70 Chapter 9 Indicators Dynamic Prompt Display Here is an example of a dynamic prompt display: Here are the properties that created the display:

77 Indicator Displays 71 CAUTION: Ensure that each menu value is unique.duplicate menu values cause unexpected behavior. If you select Combo box with gauge for the prompt type, then you must select a range. If you select Combo box for the prompt type, then you cannot select a range. Dynamic Text Display Here is an example of a dynamic text display: Here are the properties that created the display:

78 72 Chapter 9 Indicators With the dynamic text display, a range is optional. If you select a range, the range value's text is colored based on the range interval colors. Forecast Chart Display Here is an example of a forecast chart display: Here are the properties that created the display:

79 Indicator Displays 73 Interactive Displays Overview The interactive displays enable dashboard users to interactively traverse large amounts of detail data by sliding along a summary chart. Detail data can be easily compared using two methods. In the first method, a column by which to group data is selected when the display is defined. In the second method, the user selects different detail slices to compare while viewing the display. The interactive displays are as follows: the interactive summary and bar chart display the interactive summary and scatter plot display the interactive summary and targeted bar chart display Setting up an interactive display is nearly identical to setting up a bar chart with reference lines display. However, an interactive display has more options and uses data in a more sophisticated way than the bar chart with reference lines display.

80 74 Chapter 9 Indicators For the best results using the interactive displays, the indicator data must meet these requirements: The indicator data must be suitable for a bar chart with reference lines. Indicator data that returns a single row and that is suitable for a KPI display is not suitable for an interactive display. The indicator data must contain one low-cardinality grouping column that is used to summarize the data. A low-cardinality grouping column is a column that has a small number of unique values to group by. (Optional) To enable an interactive display to express forecasting data to business users, the indicator data must contain a column for forecasted values, for lower confidence values, and for upper confidence values. An interactive bar chart display can summarize either the detail data expressed in the detail charts or can summarize a different field of data. At the indicator level, the setup of the interactive displays is essentially the same as for other bar chart with reference lines, except that the use of data for the interactive displays is more sophisticated. The only significant difference is that the interactive displays support the concept of dependent ranges. A dependent range takes the value of another range for the range definition. This scheme enables a data set generated by the SAS Forecast Server to be useful to the SAS BI Dashboard and the interactive displays without the need for complicated intermediary data transformations. Interactive Summary and Bar Chart Display Here is an example of an interactive summary and bar chart display:

81 Indicator Displays 75 Here are the properties that created the display: Interactive Summary and Scatter Plot Display Here is an example of an interactive summary and scatter plot display: Here are the properties that created the display:

82 76 Chapter 9 Indicators Interactive Summary and Targeted Bar Chart Display Here is an example of an interactive summary and targeted bar chart display:

83 Indicator Displays 77 Here are the properties that created the display: KPI Display Overview The KPI display shows a single KPI or multiple KPIs. For a single KPI, the display shows the KPI associated with a single data value. Here is an example of a KPI display:

84 78 Chapter 9 Indicators Here are the properties that created the display:

85 Indicator Displays 79 For multiple KPIs, the display shows one KPI for each data point that is in scope. For the best results, aggregate related KPIs through a single set of indicator data so that a single indicator configuration controls the display of all values. Dynamic Gauges In addition to the static gauges that are displayed in the software, you can choose a gauge that is dynamic. A dynamic gauge is drawn by the software based on the type of gauge and the data values in the gauge. Here are examples of the dynamic gauges: Dynamic bullet bar (horizontal and vertical)

86 80 Chapter 9 Indicators Dynamic dial Dynamic slider (horizontal and vertical) Dynamic speedometer Dynamic traffic light (horizontal and vertical)

87 Indicator Displays 81 Dynamic thermometer (horizontal and vertical) Radial thermometer Line Chart with Reference Lines Display Here is an example of a line chart with reference lines display:

88 82 Chapter 9 Indicators Here are the properties that created the display:

89 Indicator Displays 83 Needle Plot Display Here is an example of a needle plot display: Here are the properties that created the display:

90 84 Chapter 9 Indicators Pie Chart Display Here is an example of a pie chart display: Here are the properties that created the display:

91 Indicator Displays 85 Range Map Display The range map display shows graphs with results plotted on color-coded backgrounds that are based on range definitions. Here is an example of a range map display:

92 86 Chapter 9 Indicators Here are the properties that created the display:

93 Indicator Displays 87 Scatter Histogram Display Here is an example of a scatter histogram display: Here are the properties that created the display:

94 88 Chapter 9 Indicators Scatter Plot Display Here is an example of a scatter plot display:

95 Here are the properties that created the display: Indicator Displays 89

96 90 Chapter 9 Indicators Schedule Chart Display Here is an example of a schedule chart display:

97 Indicator Displays 91 Here are the properties that created the display: Simple Bar Chart Display Here is an example of a simple bar chart display:

98 92 Chapter 9 Indicators Here are the properties that created the display: Spark Table Display The spark table display shows data points in a table form, with one gauge per table row. The table column headings are the names of the data fields. SAS suggests that all non-numeric data columns are removed from the indicator data.

99 Indicator Displays 93 Here is an example of a spark table display: Here are the properties that created the display: Note: To display the column properties, select a column in the data table.

100 94 Chapter 9 Indicators If you have used SAS BI Dashboard in the past, the spark table display replaces the KPI table display and the bar and trend display. Stacked Bar Chart Display Here is an example of a stacked bar chart display:

101 Here are the properties that created the display: Indicator Displays 95

102 96 Chapter 9 Indicators Targeted Bar Chart Display Here is an example of a targeted bar chart display:

103 Here are the properties that created the display: Indicator Displays 97

104 98 Chapter 9 Indicators Tile Chart Display Here is an example of a tile chart display: Here are the properties that created the display:

105 Indicator Displays 99 Vector Plot Display Here is an example of a vector plot display:

106 100 Chapter 9 Indicators Here are the properties that created the display:

107 Indicator Displays 101 Waterfall Chart Display Here is an example of a waterfall chart display:

108 102 Chapter 9 Indicators Here are the properties that created the display: Select a Gauge for an Indicator You select a gauge for an indicator when you create or edit an indicator. For more information, see Create or Edit an Indicator on page 54. Note: A gauge is available only for certain types of displays. To select a gauge for an indicator: 1. Select a gauge and, if available, a gauge style. 2. If you selected a dynamic gauge, follow these steps: a. Click at the top of the Properties pane.

109 Indicator Displays 103 The Gauge Properties dialog box appears. b. To display range intervals (tick marks) on the gauge, select Display range intervals, and then select the format from the Format range intervals drop-down list. c. To specify the dimensions of the gauge, in the Gauge Size area, do one of the following: Select the Dynamically scale gauges check box, and then specify the number of columns Clear the Dynamically scale gauges check box, and then type values for the height and width. d. Specify how to orient the gauge: Flip horizontal (around the vertical axis) or Flip vertical (around the horizontal axis).

110 104 Chapter 9 Indicators e. To change the colors in the image to create a ghost effect, select Enabled and a method. These are the methods: Gray scale The selected interval is a darker gray than the other intervals. Inactive color The areas that are not pointed to are a specific color. To select the color, click Automatic ghost The software determines how to best create the ghost colors for the intervals. To limit how far away from gray or a neutral color of equal intensity the image varies, type a value in the Decrease saturation by (%) field. To brighten the image, type a value in the Brighten by (%) field.

111 105 Chapter 10 Dashboards Overview Dashboard Layout Indicator Interactions Overview Example Parameter Mapping Brush Interaction Client-Side Filter Server-Side Filter Chaining Filters Zooming Create or Edit a Dashboard Manage Dashboard Contents Overview Add Content Align and Size Objects Alter the Appearance of the Content Set Up Indicator Interactions Controlling the Appearance of a Dashboard Using the Flow Containers Dimensions and Wrapping Fonts Overview A dashboard is a container that has a collection of one or more indicators, and labels and images that enhance the dashboard. A dashboard can be displayed in a portlet on a page within the SAS Information Delivery Portal or in the dashboard viewer. For information, see The Workflow on page 5. These are the objects that you combine to create a dashboard: Indicator data (see Chapter 7, Indicator Data, on page 37) Ranges (see Chapter 8, Ranges, on page 49) Indicators (see Chapter 9, Indicators, on page 53) Layout templates (see The Layout Templates View on page 32)

112 106 Chapter 10 Dashboards Static content (see The Static Content View on page 32) As you create a dashboard and interactively adjust the contents, the dashboard's appearance changes so that you can see how the dashboard will look to dashboard users. Dashboard Layout You control how objects in a dashboard are laid out by selecting a Layout option in the dashboard properties. Horizontal Flow With the Horizontal Flow option, objects flow horizontally on a dashboard, and then wrap to new rows as needed. Precision With the Precision option, objects are placed on a dashboard at the precise location as specified by the object's left and top positions. Note: Objects can overlap or completely cover other objects when displayed in the dashboard viewer. Such overlapping might prevent dashboard users from being able to properly interact with the objects. Vertical Flow With the Vertical Flow option, objects flow vertically on a dashboard, and then wrap to new columns as needed. You can change the layout method while creating a dashboard. Indicator Interactions Overview Indicator interactions present dashboards with which a dashboard user can interact, enabling the user to explore data directly from within the dashboard. When you add two or more indicators to a dashboard, you can choose to have one indicator interact with one or more other indicators. The first indicator (the source) influences a second indicator (the target). You specify this influence by mapping a source parameter to a target parameter. Note: You can specify more than one target parameter. See Also Manage Dashboard Contents on page 114 Set Up Indicator Interactions on page 115

113 Indicator Interactions 107 Example Here is an example of a dashboard with two indicators. There is no interaction set up between them, so as a dashboard user explores data in one indicator, the other indicator remains static. A dashboard administrator then modifies the indicators in the dashboard designer. The dashboard administrator sets up an interaction so that the source parameter Make in the Average City MPG indicator is mapped to the target parameter Make in the Car Detail Table indicator, and then selects the brush (highlight) interaction. When a dashboard user clicks a car make in the Average City MPG indicator, here is what happens: 1. The parameter Make in the Average City MPG indicator is set to the car make that the dashboard user clicked. 2. The parameter Make in the Car Detail Table indicator is also set to the car make that the dashboard user clicked, because the parameter Make in the Average City MPG indicator is mapped to the parameter Make in the Car Detail Table indicator. 3. The interaction is then processed, which results in the car make being brushed (highlighted) in the Car Detail Table indicator.

114 108 Chapter 10 Dashboards In the dashboard designer, this indicator interaction is shown by an arrow from the Average City MPG indicator to the Car Detail Table indicator To display this arrow, the dashboard administrator selects the Show interactions check box from the dashboard's Properties pane.

115 Indicator Interactions 109 Later, as a dashboard user explores data in the modified Average City MPG indicator, the car make clicked by the user highlights the car make data in the Car Detail Table indicator. Parameter Mapping For maximum flexibility, the source parameter and the target parameter are not required to have the same name; they merely need to reference the same type of data. For example, the source indicator can have a data column named REGION_ID and the target indicator can have similar data contained in a data column named SALES_REGION_ID. By mapping REGION_ID to SALES_REGION_ID, you link together the two data columns. Further, the data can be contained in different data sources and different types of data sources. For example, a source indicator can have indicator data from an SQL query that maps to a target indicator that has indicator data from a stored process. There are three types of interactions: brush client-side filter server-side filter Note: If you define an indicator with both a hyperlink and an interaction, the hyperlink takes precedence over the interaction when the hyperlink opens in the same window as the interaction. For example, if you create a dashboard that opens a report and that

116 110 Chapter 10 Dashboards interacts with another indicator, when the dashboard user clicks the indicator, the report opens in the current window. If the hyperlink opens in a new window, then the dashboard user sees the interaction in the current window and the hyperlink in a new window. Brush Interaction A brush interaction specifies that when the dashboard user selects a specific value in the source indicator, related values in the target indicator are highlighted. Note: You can specify more than one target indicator. Any type of indicator data can be used for a brush interaction. All display types can be the source for a brush interaction, except dynamic prompt, dynamic text, and the interactive displays. All display types can be the target for a brush interaction, except KPI, dynamic prompt, dynamic text, and the interactive displays. Client-Side Filter A client-side filter interaction specifies that when the dashboard user selects a specific value in the source indicator, data in the target indicator is filtered, based on the selection. Any type of indicator data can be used for a client-side filter interaction. Note: Do not specify a default value for the mapped parameters that severely limits the amount of data returned by the indicator data. This limited data, when filtered further by the client-side filter, can reduce the amount of data to few, or no, matching rows. All display types can be the source for a client-side filter interaction, except dynamic text and the interactive displays. All display types can be the target for a client-side filter interaction, except KPI and the interactive displays. A client-side filter operates on data that is stored on the dashboard user's computer, so a client-side filter can operate against any target parameter, and a client-side filter can be very responsive. However, because a client-side filter requires that a target indicator first load all data on to the dashboard user's computer, load times might be long, and there is an upper limit to how much data can be used. Server-Side Filter Overview A server-side filter is conceptually the same as a client-side filter, except that the parameters are put into the query and the query is sent to the middle tier (the server) with the new parameters. Generally, a server-side filter is not as responsive as a client-side filter because of the time required to communicate with the middle tier, and the target parameters can be only parameters that are understood by the query. Unlike a client-side filter, which can be based on a target parameter that does not have a prompt defined in the target indicator data, a server-side filter can be based only on a target parameter that is defined in the target indicator data. The only indicator data that can be used with a server-side filter is an information map or a stored process. In both cases, you must supply a default value for a prompt.

117 Indicator Interactions 111 All display types can be the source for a server-side filter interaction, except dynamic text and the interactive displays. All display types can be the target for a server-side filter interaction, except dynamic text and the interactive displays. The only indicator data that can be the target for a server-side filter is a relational information map and a stored process. In both cases, you must supply a default value for a prompt. An information map must also have at least one filter defined, and this filter must be a mapped parameter. CAUTION: Do not change the default value of a prompt in another application while SAS BI Dashboard is running.log off from SAS BI Dashboard, change the value, and then log in again. Date Formats in Information Maps When using a prompt based on a date with an information map, ensure that you pass values to the prompt in a format that the prompt accepts. Here are guidelines for each type of date: DAY You can pass values such as August 04, 2010, Aug 04, 2010, or 04AUG2010. No other format is accepted. Note: The easiest way to ensure that the proper date format is accepted is to use a prompt with a format of DATE9 or MMDDYY10. WEEK You can pass a value such as Week Note: There is no SAS format that can create such as value. You have to create a custom data set or use SQL to create a data column with the correct format. Then, pass this data column as the source in the interaction or link. MONTH You can pass a value such as Jan No other format is accepted. Note: There is no SAS format that can create such as value. You have to create a custom data set or use SQL to create a data column with the correct format. Then, pass this data column as the source in the interaction or link. QUARTER You can pass a value such as 3rd quarter Note: There is no SAS format that can create such as value. You have to create a custom data set or use SQL to create a data column with the correct format. Then, pass this data column as the source in the interaction or link. YEAR You can pass a value such as Chaining Filters You can chain filters, such as indicator A that interacts with indicator B, which in turn interacts with indicator C. Note: Although SAS BI Dashboard does not prevent you from defining a recursive filter interaction, it is not recommended. A recursive filter interaction might not provide the user with the expected result and might make further filtering of the data impossible.

118 112 Chapter 10 Dashboards Zooming You can specify a zoom percentage for an object in a dashboard. The controls for the zoom of the width and the height are in the Properties pane for a dashboard. Because SAS BI Dashboard shows you how a dashboard will appear to a dashboard user, zooming affects the appearance of a dashboard in these ways: Legends are not shown. Labels are not shown. Fonts get smaller in inverse proportion to the zoom values. Axes are not shown if you select Hide axes when zoomed out for the indicator. Titles are not shown if you select Hide titles when zoomed out for the indicator. Values are not shown if you select Hide values when zoomed out for the indicator. These items reappear when you set the zoom factor to be 100% in both dimensions. Note: When an object is contained by a horizontal or vertical flow container, the zoom setting of the flow container affects the contained objects in the same manner. For more information, see The Layout Templates View on page 32. Create or Edit a Dashboard When you edit a dashboard, you change it for all users. To create or edit a dashboard: 1. In a dashboard portlet, click Manage Dashboards. The SAS BI Dashboard appears in a new browser tab.

119 Create or Edit a Dashboard Do one of the following in the Library view: To create a dashboard: 1. Select Dashboard from the New drop-down list. The Create a Dashboard dialog box appears. 2. Type the name, and then click OK. To edit a dashboard, navigate to the dashboard, and then double-click its name. 3. After the dashboard and its Properties pane appear, set the dashboard's properties as needed. 4. To rename the dashboard: a. Select File ð Save As. The Save As dialog box appears. b. Navigate to a location, name the dashboard, and then click Save.

120 114 Chapter 10 Dashboards Manage Dashboard Contents Overview As you interactively manipulate the contents of a dashboard, you can undo and redo your actions. To manage the contents of a dashboard, create or edit a dashboard. For more information, see Create or Edit a Dashboard on page 112 Add Content To add content: 1. To add a horizontal or vertical flow container to the dashboard, drag one from the Layout Templates view of the Objects pane onto the dashboard. For information about flow containers, see The Layout Templates View on page To add an indicator to the dashboard, drag an indicator from the Library view of the Objects pane onto the dashboard or into a container. Note: You can add an indicator to the same dashboard only once. 3. To add a label or an image, drag one from the Static Content view of the Objects pane onto the dashboard. 4. To create a link from a label or an image, select the object, and then specify values for the properties in the Link Setup area of the Properties pane. Align and Size Objects To align and size objects: 1. Select the first object, to which other selected objects will be aligned or sized. 2. Hold down the CTRL key, and then select one or more objects. 3. Select an alignment or sizing option: For alignment options, select Edit ð Align, and then select an alignment method. For size options, select Edit ð Size, and then select a size method. To display a grid of dots on the dashboard background, select View ð Show Layout Guide. Note: If there is only one object on the dashboard and you select the object and then an alignment, the object is aligned to the dashboard itself. For example, selecting a single indicator in the dashboard and then selecting Edit ð Align ð Align Top moves the indicator to the top of the dashboard.

121 Set Up Indicator Interactions 115 Alter the Appearance of the Content To alter the appearance of the content: 1. To see how the dashboard appears in the SAS BI Dashboard portlet, select View ð Go to Dashboard Viewer. The dashboard replaces the SAS Information Delivery Portal in the same browser window. 2. To edit an object as it appears on the dashboard, select the object, and then specify its properties on the Properties pane. 3. To edit an object, use the buttons on the object's toolbar. For more information, see Editing an Object on page 33. Set Up Indicator Interactions For information about indicator interactions, see Indicator Interactions on page 106. To set up indicator interactions: 1. Add at least two indicators to a dashboard. For more information, see Manage Dashboard Contents on page Select the indicator that will be the source of the interaction, and then select Edit ð Set Up Interactions. The Set Up Indicator Interactions dialog box appears. 3. From the Target Element column, select the check box next to each element that you want to be a target. 4. From the Type drop-down list, select the type of interaction. 5. Select the source parameter and the target parameter. After you have set up the interactions, in the dashboard properties, select the Show interactions check box.

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